See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,015 | $98,750-73.7% | $149,696-82.6% | $79,858-67.4% |
| Participation rate | 89.3% | 75.8%+13.5pp | 82.5%+6.8pp | 69.6%+19.7pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.60%-276.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,279 | $3,216-60.2% | $4,644-72.5% | $2,471-48.2% |
| Participant deferral / active EE | $2,746 | $5,680-51.7% | $6,842-59.9% | $3,740-26.6% |
| Admin fee / account holder | $107 | $6,053-98.2% | $9,309-98.9% | $5,306-98.0% |